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Continuum Financial Partners

Continuum Financial Partners is an independent wealth management firm, located in Northern California, focused primarily on affluent individuals and families. Our clients include entrepreneurs, professionals, closely held corporations, family trusts, private charitable foundations and estates. We offer comprehensive, objective financial advice, financial planning, and wealth management to clients who desire a high level of personal service. We also benefit from collaborative relationships with a number of Tax, Legal, Insurance and Employee Benefits professionals.

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Webinars and White Papers

What does it take to lead a high performing team? Are you seeing the kind of ROI from your next gen advisors that you need to? Do you know what you need to do to ramp up next gen performance quickly and efficiently? There are ways to support the efforts of your next gen team to be more productive in less time, but you have to know the secrets to leading a high performance team....More

With the Fed poised to hike rates for the first time since 2006, many investors are concerned about the risks to their bond holdings. But rising rates also have positive aspects for some investors....More

These articles from the Investments & Wealth Monitor focus on the challenges of longevity and how families can prepare, maximizing wealth over increasing life expectancies with social security, and long-term care and asset protection....More

Small-cap growth stocks have turned in strong performances year to date, but various macroeconomic events and cross currents exist in today's market environment. Learn what's behind the gains and where the opportunities for small-cap stocks can be found going forward....More